See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,443 | $91,552-1.2% | $133,956-32.5% | $79,858+13.3% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | -9.52% | 61.85%-71.4pp | 45.09%-54.6pp | 31.71%-41.2pp |
| Employer contribution / active EE | $2,897 | $2,384+21.5% | $3,919-26.1% | $2,471+17.2% |
| Participant deferral / active EE | $7,859 | $3,733+110.5% | $5,048+55.7% | $3,740+110.1% |
| Admin fee / account holder | $1,365 | $6,321-78.4% | $8,927-84.7% | $5,306-74.3% |